The Commodity Report #77
Fundamentally speaking, it was nearly a perfect week for commodities as much major news aligned during the week after China eased some Covid...
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The Commodity Report #76
As most commodity groups are heavily correlated with the ISM data, this will provide significant headwinds over the next six months or so,...
247 Views
The Commodity Report #73
Respect the trend - inflation continues to trend down but also continues to surprise on the upside in terms of analysts’ expectations.
285 Views
The Commodity Report #64
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil,...
297 Views
The Commodity Report #59
The benchmark, CRB Commodity Index, ended the week 1,4% lower. What bottoms usually first? Bonds! While we may be some weeks off the low in the...
408 Views